Massachusetts Creative Jobs

Citizens BankInsurance Specialist in
Canton, Massachusetts

Description

Responsible for supporting all aspects of insurance product development, maintenance and enhancement of assigned product categories including; new product launches, existing product re-positioning, competitive analysis and marketplace positioning, communication of investment strategy and training presentations. Participate in approved product committee meetings with senior management to present new products and review existing products as well as providing product analysis and trends of industry peers. Work closely with Compliance and Operations to assist with updating processes for new product launches.

Serves as an expert source for product lines and interface with financial advisors to position insurance products across sales channels while seeking opportunities to actively promote products and drive sales. Provide in-person training for newly hired financial advisors. Participate in weekly Product Team calls to discuss sale’s ideas, best practices and highlight success stories in the field. Responsible for relationship management with vendors while performing due diligence and oversight of partners and the products that the firm offers to clients.

15%-20% travel will be required to meet responsibilities.

Qualifications:

Work with vendors to discuss insurance product opportunity and research the industry to find new product offerings that would be beneficial to clients. Involved from start to finish in the early stage discussion of new products to the launch and support of the product.

Work directly with financial advisors to review case analysis and discuss appropriate insurance product options for clients. Train and educate financial advisors on the various product offerings available to promote and actively drive sales across the firm.

Perform due diligence on products lines, create sales reports and sales flow analysis to track success of various insurance products and business lines.

Education, Certifications and/or Other Professional Credentials:

Bachelor’s Degree preferred

Master’s Degree preferred

Series 7 and 65, state, life, and health license preferred

CLU or advanced certifications preferred.

Qualifications

Qualifications:

Work with vendors to discuss insurance product opportunity and research the industry to find new product offerings that would be beneficial to clients. Involved from start to finish in the early stage discussion of new products to the launch and support of the product.

Work directly with financial advisors to review case analysis and discuss appropriate insurance product options for clients. Train and educate financial advisors on the various product offerings available to promote and actively drive sales across the firm.

Perform due diligence on products lines, create sales reports and sales flow analysis to track success of various insurance products and business lines.

Education, Certifications and/or Other Professional Credentials:

Bachelor’s Degree preferred

Master’s Degree preferred

Series 7 and 65, state, life, and health license preferred

CLU or advanced certifications preferred.

Hours & Work Schedule

Hours per Week: 40

Work Schedule: M-F

Why Work with Us

At Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Equal Employment and Opportunity Employer/Disabled/Veteran

It is the policy of Citizens Bank and Citizens Securities, Inc. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.

Equal Opportunity & Affirmative Action Employer Disabled/Veteran

Citizens Bank is a brand name of Citizens Bank, N.A. and each of its respective subsidiaries, and Citizens Bank of Pennsylvania.